WP spoke to the Head of Product ETFs and Mutual Funds at BMO Global Asset Management to find out
If you’ve decided to focus purely on high-net-worth clients, WP has done some of the hard research for you – these are Canada’s wealthiest communities.
A 63-year-old client on fixed income was allegedly sold a non-existent private placement but the advisor’s dealer is refusing to foot the tab despite an Ombudsman’s recommendation.
While Alzheimer’s and other healthcare crises plague our aging population, financial advisors are increasingly forced to handle elderly clients with care.
The investable assets of thousands of clients are under lockdown with regulators freezing the accounts of what many call a “sophisticated bookie.”
A veteran advisor is suggesting a way to keep embedded commissions which would remove the discretion of fund providers looking to entice players with higher compensation.
Here’s a seg fund idea that DSC supporters may want to get behind.
Forget the 1%. Asset managers may increasingly be focused on your “2-5%” clients.
Hold your fire -- one industry expert says there's one lingering advantage for him and other advisors operating under big bank names.
Advisors focused on maximizing returns and revenue are selling even reluctant clients on an asset mix made famous by an lvy League school.
A pair of veteran advisors -- finalists for the Wealth Professional Awards -- have chalked up win after win with a method others are only now adopting.